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Life Insurance Planning for High-Net Worth Families and Estate Planning

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Title: A Comprehensive Approach to Life Insurance and Policy Management

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How Life Insurance Supports Multi-Generational Business Succession

Passing a family business from one generation to the next is rarely simple. It requires balancing liquidity, control, and fairness — three competing priorities that often collide when ownership changes hands. Estate taxes, family dynamics, and illiquid assets can all threaten continuity.

Life insurance, when used strategically, provides the financial stability needed t...

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Advanced Life Insurance Design: Beyond Whole Life vs. IUL

For decades, the life insurance conversation has often been framed as a binary choice: whole life versus indexed universal life (IUL). Both have passionate advocates, both have critics, and both can serve meaningful purposes in the right context. But when you’re an affluent family or business owner with complex financial goals, framing the discussion in such simple terms miss...

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Year-End Checklist for High-Income Earners Using Life Insurance

As the year winds down, high-income earners often turn their attention to last-minute tax planning and financial clean-up. While charitable contributions and retirement plan funding typically top the list, one powerful planning tool is often overlooked — life insurance.

Life insurance is not just about providing death benefits. For successful individuals, it can offer ...

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Spousal Lifetime Access Trust: Gifting Without Giving it All Away
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Using Life Insurance to Protect Retained Earnings in a Closely Held Corporation
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